Navigating the complexities of cryptocurrency taxation can be challenging, but with JCox CPAs & Advisors, P.C., you're never alone. Our Tax Planning for Crypto and Digital Assets service is designed to help individuals and businesses confidently manage their digital asset portfolios while staying compliant with ever-evolving tax regulations.

Key Features

• Comprehensive Portfolio Review: Gain clarity on taxable transactions, including trades, staking, mining, airdrops, and DeFi activities.

• Tax-Efficient Strategies: Minimize your tax liabilities with tailored approaches like holding period optimization, tax-loss harvesting, and entity structuring.

• Compliance Assurance: Stay ahead of IRS reporting requirements with detailed guidance on Form 8949, Schedule D, and FBAR for foreign-held assets.

• Real-Time Support: Leverage expert advice to adapt to regulatory changes and make informed financial decisions throughout the year.

• Advanced Technology Integration: Utilize cutting-edge tools for transaction tracking, reporting, and integration with your tax filings.

Who Benefits?

• Crypto Investors: Optimize capital gains and ensure accurate reporting.

• Digital Asset Businesses: Structure your operations to minimize tax exposure.

• Miners and Stakers: Understand taxable income implications and explore deductions.

• NFT Creators & Collectors: Manage royalties, sales, and ownership transfers effectively.

Why Choose JCox CPAs & Advisors?
With over a decade of experience in complex tax scenarios, our team combines deep industry knowledge with a client-focused approach. We work closely with you to ensure that your crypto tax strategy aligns with your overall financial goals.

The price for Tax Planning for Crypto and Digital Assets depends on the complexity of your digital asset portfolio and the level of services you need. At JCox CPAs & Advisors, P.C., we offer personalized pricing based on the following factors:

Estimated Pricing Tiers

1. Basic Portfolio (Up to 50 Transactions): Starting at $200

   • Ideal for individual investors with limited trades or simple staking/mining activities.

2. Intermediate Portfolio (51–500 Transactions): Starting at $650

   • Best for active traders, NFT collectors, or those engaging in multiple types of crypto activities.

3. Advanced Portfolio (501+ Transactions): Starting at $1,750

   • Designed for high-volume traders, businesses, and complex DeFi or cross-border holdings.

Customized Plans Available

For businesses, DAOs, or clients requiring ongoing support and strategic planning throughout the year, we provide tailored packages with competitive pricing.

30% First-Year Discount

Switch to JCox CPAs & Advisors today to enjoy a 30% discount on all services during your first year with us!